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Rule Chapter: 2.43
Chapter Title: PUBLIC EMPLOYEES' RETIREMENT BOARD
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2.43 : PUBLIC EMPLOYEES' RETIREMENT BOARD

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Rule No. Rule Title Latest
Version		 Effective
Date
Subchapter 1
Organizational Rule
2.43.101 ORGANIZATIONAL RULE access file 12/31/1972
Subchapter 2
Procedural Rules
2.43.201 MODEL PROCEDURAL RULES TRANS 12/1/2008
2.43.202 APPLICABILITY OF RULES TRANS 12/1/2008
2.43.203 REVIEW OF ADMINISTRATIVE DECISION TRANS 12/1/2008
2.43.204 CONTESTED CASE PROCEDURES TRANS 12/1/2008
2.43.205 REGULATIONS APPLICABLE TO CONTESTED CASES TRANS 12/1/2008
Subchapter 3
General Rules
2.43.301 RETIREMENT SYSTEMS COVERED TRANS 12/1/2008
2.43.302 DEFINITIONS TRANS 12/1/2008
2.43.303 REQUEST FOR RELEASE OF INFORMATION TRANS 12/1/2008
2.43.304 ACTUARIAL RATES AND ASSUMPTIONS TRANS 12/1/2008
2.43.305 MAILING INFORMATION ABOUT NON-PROFIT ORGANIZATIONS REP 12/23/1994
2.43.306 DOCUMENTS ACCEPTABLE FOR MAILING -- NON-PROFIT ORGANIZATIONS REP 12/23/1994
2.43.307 BENEFIT RECIPIENTS' RIGHTS TO BE EXCLUDED FROM MAILINGS OF INFORMATIONAL MATERIALS AROUT NON-PROFIT ORGANIZATIONS REP 12/23/1994
2.43.308 MAILING FOR NONPROFIT RETIREE ORGANIZATIONS TRANS 12/1/2008
2.43.309 ACCEPTABLE MATERIALS -- NON-PROFIT MAILING TRANS 12/1/2008
2.43.310 RIGHT TO BE EXCLUDED -- NONPROFIT RETIREE ORGANIZATIONS TRANS 12/1/2008
Subchapter 4
Membership and Service Credits
2.43.401 AUTHORITY TO CONTRACT REP 8/29/1986
2.43.402 MEMBERSHIP CARDS TRANS 12/1/2008
2.43.403 OPTIONAL MEMBERSHIP TRANS 12/1/2008
2.43.404 REQUIRED EMPLOYER REPORTS TRANS 12/1/2008
2.43.405 MEMBERSHIP TRANS 12/1/2008
2.43.406 BASIC PERIOD OF SERVICE TRANS 12/1/2008
2.43.407 NO DUPLICATION OF SERVICE CREDIT TRANS 12/1/2008
2.43.408 CALCULATION OF SERVICE CREDIT ON OR AFTER TERMINATION OF EMPLOYMENT TRANS 12/1/2008
2.43.409 IMPROPER CREDIT REP 12/1/2008
2.43.410 DOCUMENTATION OF SERVICE TRANS 12/1/2008
2.43.411 NATIONAL GUARD MEMBERSHIP -- APPLICATION REP 2/9/1996
2.43.412 NATIONAL GUARD MEMBERSHIP -- CREDITABLE SERVICE REP 2/9/1996
2.43.413 NATIONAL GUARD MEMBERSHIP -- PRIOR CREDITABLE SERVICE REP 2/9/1996
2.43.414 NATIONAL GUARD MEMBERSHIP -- REPORTING REP 2/9/1996
2.43.415 NATIONAL GUARD MEMBERSHIP -- TERMINATION AND RETIREMENT REP 2/9/1996
2.43.416 SCHOOL TERM AS SERVICE YEAR REP 7/1/1990
2.43.417 SEASONAL EMPLOYEES REP 7/1/1990
2.43.418 RETIREMENT OPTIONS FOR ELECTED OFFICIALS OTHER THAN LEGISLATORS TRANS 12/1/2008
2.43.419 JOB SHARING REP 2/9/1996
2.43.420 REQUALIFICATION OF SERVICE TRANS 12/1/2008
2.43.421 CREDIT FOR SERVICE IN THE UNIFORMED SERVICES TRANS 12/1/2008
2.43.422 MOST RECENT SERVICE PURCHASED FIRST TRANS 12/1/2008
2.43.423 DOCUMENTATION OF AMOUNT OF SERVICE ELIGIBLE TO BE PURCHASED TRANS 12/1/2008
2.43.424 SERVICE CREDIT FOR PERIOD(S) OF ABSENCE DUE TO ILLNESS OR INJURY TRANS 12/1/2008
2.43.425 INCOMPLETE PAYMENTS REP 12/1/2008
2.43.426 PART-PAID FIREFIGHTERS' SERVICE TRANS 12/1/2008
2.43.427 REINSTATEMENT -- CREDIT FOR LOST TIME TRANS 11/27/2008
2.43.428 ACCEPTABLE DOCUMENTATION OF PUBLIC SERVICE EMPLOYMENT REP 12/1/2008
2.43.429 FULL SALARY CREDIT FOR TEMPORARY WORK REDUCTIONS REP 12/1/2008
2.43.430 OUT-OF-STATE OR FEDERAL PUBLIC SERVICE REP 12/1/2008
2.43.431 SHERIFF'S MILITARY BUY-BACK REP 5/29/1992
2.43.432 "ONE-FOR-FIVE" ADDITIONAL SERVICE TRANS 12/1/2008
2.43.433 PURCHASE OF FULL-TIME SERVICE OR ONE-FOR-FIVE SERVICE BY PART-TIME MEMBERS TRANS 12/1/2008
2.43.434 SERVICE CREDITS FOR PERIODS OF COMPENSATED EDUCATIONAL LEAVE REP 7/2/1999
2.43.435 PURCHASE OF RETROACTIVE SERVICE BY FEE BASIS OFFICIALS REP 7/2/1999
2.43.436 PURCHASE OF PREVIOUS MILITARY SERVICE--MODIFICATIONS AFFECTING ACTUARIAL COST REP 3/12/2004
2.43.437 RESERVE MILITARY SERVICE TRANS 12/1/2008
2.43.438 HIGHWAY PATROL OFFICERS' OUT-OF-STATE LAW ENFORCEMENT SERVICE REP 7/2/1999
2.43.439 ELECTION BY LOCAL GOVERNMENTS TO BE SUBJECT TO THE RETIREMENT INCENTIVE PROGRAM REP 2/9/1996
2.43.440 SERVICE PURCHASES BY INACTIVE VESTED MEMBERS TRANS 12/1/2008
2.43.441 PURCHASE OF SERVICE THROUGH DIRECT TRUSTEE-TO-TRUSTEE TRANSFER OF FUNDS TRANS 12/1/2008
2.43.442 ELIGIBLE FEDERAL VOLUNTEER SERVICE TRANS 12/1/2008
Rules 2.43.443 through 2.43.449 reserved
2.43.450 NOTICE TO POTENTIALLY ELIGIBLE EMPLOYEES REP 2/9/1996
2.43.451 PURCHASE OF "ONE-FOR-FIVE" SERVICE BY EMPLOYERS FOR REDUCTION IN FORCE EMPLOYEES TRANS 12/1/2008
2.43.452 RETURN TO EMPLOYMENT WITHIN SAME JURISDICTION TRANS 12/1/2008
2.43.453 INFORMATION TO BE RETAINED BY EMPLOYERS REP 2/9/1996
Subchapter 5
Service and Disability Retirement
2.43.501 SERVICE RETIREMENT -- WHEN EFFECTIVE REP 8/29/1986
2.43.502 APPLICATION PROCESS FOR DISABILITY BENEFITS TRANS 12/1/2008
2.43.503 APPLICATION PROCESS FOR SERVICE RETIREMENT TRANS 12/1/2008
2.43.504 ACCEPTABLE PROOF OF DATE OF BIRTH TRANS 12/1/2008
2.43.505 INVOLUNTARY RETIREMENT TRANS 12/1/2008
2.43.506 RETURN TO COVERED EMPLOYMENT BY PERS, SRS, OR FURS RETIREE – REPORT TRANS 12/1/2008
2.43.507 ELECTION FOR COVERAGE UNDER NONDISCRIMINATORY PERS DISABILITY PROVISIONS REP 7/8/1994
2.43.508 PERIODIC MEDICAL REVIEW OF DISABILITY BENEFIT RECIPIENTS TRANS 12/1/2008
2.43.509 PERIODIC MEDICAL REVIEW OF DISABILITY BENEFIT RECIPIENTS – INITIAL NOTICE TO MEMBER TRANS 12/1/2008
2.43.510 PERIODIC REVIEW OF MEDICAL EVIDENCE – NOTICE OF ADDITIONAL EVIDENCE REQUIRED TRANS 12/1/2008
2.43.511 FAILURE TO RESPOND -- SECOND NOTICE TRANS 12/1/2008
2.43.512 SUSPENSION OF DISABILITY BENEFITS -- NOTICE TRANS 12/1/2008
2.43.513 CANCELLATION OF DISABILITY BENEFITS FOR REFUSAL TO COMPLY -- NOTICE TRANS 12/1/2008
2.43.514 CANCELLATION OF DISABILITY BENEFITS DUE TO CHANGE OF MEDICAL STATUS TRANS 12/1/2008
2.43.515 APPEAL OF CANCELLATION OF BENEFITS TRANS 12/1/2008
Rules 2.43.516 through 2.43.519 reserved
2.43.520 ELECTION FOR GUARANTEED ANNUAL BENEFIT ADJUSTMENT COVERAGE (GABA) REP 12/1/2008
Subchapter 6
Payments and Adjustments
2.43.601 ESTIMATES OF RETIREMENT BENEFITS REP 8/29/1986
2.43.602 PAYMENT OF RETIREMENT BENEFITS REP 8/29/1986
2.43.603 REFUNDS TO MEMBERS TRANS 12/1/2008
2.43.604 DEATH PAYMENTS, SURVIVOR BENEFITS, AND OPTIONAL RETIREMENT BENEFITS TRANS 12/1/2008
2.43.605 DESIGNATION OF BENEFICIARY REP 12/1/2008
2.43.606 CONVERSION OF OPTIONAL RETIREMENT REP 12/1/2008
2.43.607 PAYMENT TO AN ESTATE TRANS 12/1/2008
2.43.608 REDUCTION IN WORK FORCE REP 2/11/1994
2.43.609 POST-RETIREMENT ADJUSTMENT REP 12/1/2008
2.43.610 MINIMUM BENEFIT ADJUSTMENT FOR RETIREES WITH PART-PAID FIREFIGHTER SERVICE REP 12/1/2008
2.43.611 MUNICIPAL POLICE OFFICERS' MINIMUM BENEFIT ADJUSTMENTS TRANS 12/1/2008
2.43.612 ELIGIBILITY FOR ANNUAL BENEFIT ADJUSTMENT REP 4/14/1995
2.43.613 CALCULATION OF ANNUAL BENEFIT ADJUSTMENT REP 4/14/1995
2.43.614 ANNUAL CERTIFICATION OF PENSION PAYMENTS BY LOCAL POLICE AND FIRE PENSION PLANS REP 4/14/1995
2.43.615 FAMILY LAW ORDERS -- CONTENTS AND DURATION TRANS 9/30/2002
2.43.616 FAMILY LAW ORDERS -- APPROVAL AND IMPLEMENTATION TRANS 9/30/2002
2.43.617 PAYMENT OF ESTIMATED BENEFITS TRANS 12/1/2008
Subchapter 7
Social Security Coverage for Employees of the State and its Political Subdivisions
2.43.701 POLITICAL SUBDIVISIONS ELIGIBLE FOR TERMINATION REP 7/1/1990
2.43.702 INITIATION OF PROCEEDING REP 7/1/1990
2.43.703 TRANSMISSION OF CERTIFIED COPY OF RESOLUTION REP 7/1/1990
2.43.704 AUTHORIZATION OF REFERENDUM BY GOVERNOR REP 7/1/1990
2.43.705 NOTICE OF REFERENDUM REP 7/1/1990
2.43.706 PROOF OF NOTICE REP 7/1/1990
2.43.707 ELIGIBILITY TO VOTE IN REFERENDUM REP 7/1/1990
2.43.708 CERTIFICATE OF RESULTS OF REFERENDUM REP 7/1/1990
2.43.709 NOTICE OF TERMINATION OF COVERAGE REP 7/1/1990
2.43.710 WITHDRAWAL OF NOTICE OF TERMINATION REP 7/1/1990
2.43.711 DEFINITIONS REP 7/2/1999
2.43.712 REQUIRED REPORTS REP 7/1/1990
2.43.713 COVERAGE PROCEDURES FOR POLITICAL SUBDIVISIONS NOT UNDER A RETIREMENT SYSTEM REP 7/2/1999
2.43.714 COVERAGE PROCEDURES FOR POLITICAL SUBDIVISIONS UNDER A RETIREMENT SYSTEM REP 7/2/1999
2.43.715 ERROR DISCOVERED BY SOCIAL SECURITY ADMINISTRATION REP 7/2/1999
2.43.716 LATE FILING PENALTIES REP 7/2/1999
Subchapter 8
Volunteer Firefighters
2.43.801 BASIC UNIT OF SERVICE TRANS 12/1/2008
2.43.802 FAILURE TO FILE REQUIRED REPORTS TRANS 12/1/2008
2.43.803 APPLICATION FOR GROUP INSURANCE PREMIUM PAYMENTS TRANS 12/1/2008
2.43.804 PAYMENTS TO SERVICE PROVIDERS FOR MEDICAL EXPENSES RESULTING FROM DUTY-RELATED INJURIES AND ILLNESSES TRANS 12/1/2008
Subchapter 9
Reporting Qualified Plan Compensation
2.43.901 TREATING SALARY DEFERRALS UNDER A CAFETERIA PLAN AS COMPENSATION - POLICY AND OBJECTIVES TRANS 12/1/2008
2.43.902 TREATING SALARY DEFERRALS UNDER A CAFETERIA PLAN AS COMPENSATION - APPLICABILITY TRANS 12/1/2008
Rules 2.43.903 and 2.43.904 reserved
2.43.905 TREATING SALARY DEFERRALS UNDER A CAFETERIA PLAN AS COMPENSATION – BACKGROUND TRANS 12/1/2008
Rules 2.43.906 through 2.43.908 reserved
2.43.909 PROCEDURES - COMPENSATION MUST BE TREATED CONSISTENTLY TRANS 12/1/2008
2.43.910 PROCEDURES - PLANS THAT OFFER A CHOICE AMONG NONTAXABLE BENEFITS ONLY TRANS 12/1/2008
2.43.911 PROCEDURES - BONA FIDE CAFETERIA PLANS TRANS 12/1/2008
Rules 2.43.912 and 2.43.913 reserved
2.43.914 IMPLEMENTATION AND COMPLIANCE TRANS 12/1/2008
Subchapter 10
Public Employees' Retirement System (PERS) Defined Contribution Retirement Plan
2.43.1001 ADOPTION OF DEFINED CONTRIBUTION PLAN DOCUMENT AND TRUST AGREEMENT TRANS 12/1/2008
2.43.1002 ADOPTION OF INVESTMENT POLICY STATEMENT AND STABLE VALUE FUND INVESTMENT GUIDELINES TRANS 12/1/2008
2.43.1003 DEFINED CONTRIBUTION RETIREMENT PLAN INVESTMENT OPTIONS TRANS 12/1/2008
2.43.1004 DEFINED CONTRIBUTION RETIREMENT PLAN DEFAULT INVESTMENT FUND TRANS 12/1/2008
2.43.1005 ESTABLISHMENT OF LONG-TERM DISABILITY TRUST FUND TRANS 12/1/2008
Rules 2.43.1006 through 2.43.1009 reserved
2.43.1010 ELECTION PERIOD TRANS 12/1/2008
2.43.1011 RETIREMENT PLAN CHOICE ELECTION FORM TRANS 12/1/2008
2.43.1012 ELECTION ELIGIBILITY AND CONFIRMATION TRANS 12/1/2008
Rules 2.43.1013 and 2.43.1014 reserved
2.43.1015 PURCHASE OF SERVICE NOT PERMITTED BY PARTICIPANT IN DEFINED CONTRIBUTION RETIREMENT PLAN TRANS 12/1/2008
Rule 2.43.1016 reserved
2.43.1017 FAMILY LAW ORDERS, EXECUTIONS, AND INCOME-WITHHOLDING ORDERS AND ELECTIONS TRANS 12/1/2008
Rules 2.43.1018 and 2.43.1019 reserved
2.43.1020 ELECTION FOR EMPLOYEES IN OPTIONAL PERS MEMBERSHIP POSITIONS TRANS 12/1/2008
Rules 2.43.1021 and 2.43.1022 reserved
2.43.1023 MEMBERSHIP IN OTHER TITLE 19 RETIREMENT PLANS TRANS 12/1/2008
2.43.1024 RETIREES NOT ENTITLED TO ELECTION TRANS 12/1/2008
2.43.1025 MONTANA UNIVERSITY SYSTEM EMPLOYEE ELECTIONS TRANS 12/1/2008
Rules 2.43.1026 through 2.43.1029 reserved
2.43.1030 TRANSFER OF DEFINED BENEFIT RETIREMENT PLAN FUNDS TO THE DEFINED CONTRIBUTION RETIREMENT PLAN REP 12/1/2008
2.43.1031 TIMING OF TRANSFERS TO THE DEFINED CONTRIBUTION RETIREMENT PLAN TRANS 12/1/2008
2.43.1032 CREDITING OF INDIVIDUAL ACCOUNTS TRANS 12/1/2008
Rules 2.43.1033 through 2.43.1039 reserved
2.43.1040 DISABILITY BENEFITS FOR MEMBERS OF THE DEFINED CONTRIBUTION RETIREMENT PLAN TRANS 12/1/2008
Rules 2.43.1041 through 2.43.1044 reserved
2.43.1045 DISTRIBUTION TO PARTICIPANT TRANS 12/1/2008
2.43.1046 DISTRIBUTION UPON DEATH OF PARTICIPANT TRANS 12/1/2008
Subchapter 11
Municipal Police Officers' Retirement System
2.43.1101 DEFINITIONS TRANS 12/1/2008
Rules 2.43.1102 and 2.43.1103 reserved
2.43.1104 DROP APPLICATION PROCESS TRANS 12/1/2008
2.43.1105 DROP PERIOD TRANS 12/1/2008
Rules 2.43.1106 and 2.43.1107 reserved
2.43.1108 DROP PARTICIPATION LIMITS TRANS 12/1/2008
Rule 2.43.1109 reserved
2.43.1110 ESTIMATED MONTHLY DROP ACCRUAL TRANS 12/1/2008
2.43.1111 INTEREST PAID TO PARTICIPANTS TRANS 12/1/2008
2.43.1112 DISTRIBUTION OF DROP BENEFIT TRANS 12/1/2008
2.43.1113 DISTRIBUTION OF DROP BENEFIT PURSUANT TO FAMILY LAW ORDER TRANS 12/1/2008
Rule 2.43.1114 reserved
2.43.1115 EMPLOYMENT AFTER THE DROP PERIOD TRANS 12/1/2008
Rules 2.43.1116 and 2.43.1117 reserved
2.43.1118 GUARANTEED ANNUAL BENEFIT ADJUSTMENT INCREASES FOR DROP PARTICIPANTS TRANS 12/1/2008
2.43.1119 MINIMUM BENEFIT FOR DROP PARTICIPANTS TRANS 12/1/2008
Subchapter 12
Detention Officers
Rules 2.43.1201 through 2.43.1209 reserved
2.43.1210 DETENTION OFFICER MEMBERSHIP IN SHERIFFS' RETIREMENT SYSTEM (SRS) TRANS 12/1/2008
2.43.1211 DETENTION OFFICER ELECTION TO TRANSFER TO SHERIFFS' RETIREMENT SYSTEM (SRS) TRANS 12/1/2008
2.43.1212 DETENTION CENTER REPORTS FROM SHERIFFS TRANS 12/1/2008
Subchapter 13
General
2.43.1301 RETIREMENT SYSTEMS COVERED access file 12/1/2008
2.43.1302 DEFINITIONS access file 2/29/2020
2.43.1306 ACTUARIAL RATES AND ASSUMPTIONS access file 2/25/2023
2.43.1310 APPLICATION OF ACTUARIAL ASSUMPTIONS FOR DETERMINING GABA access file 11/15/2013
2.43.1311 APPLICATION OF ACTUARIAL ASSUMPTIONS AND PROCESS FOR DETERMINING ACTUARIAL EQUIVALENT FACTORS access file 11/15/2013
2.43.1312 APPLICATION OF ACTUARIAL ASSUMPTIONS FOR DETERMINING THE AMOUNT OF COAL SEVERANCE TAX AND INTEREST INCOME STATUTORILY APPROPRIATED TO THE PERS DEFINED BENEFIT PLAN TRUST FUND access file 11/15/2013
Subchapter 14
Procedural Rules - General
2.43.1401 MODEL PROCEDURAL RULES access file 12/1/2008
2.43.1402 APPLICABILITY OF RULES access file 12/1/2008
2.43.1405 REQUEST FOR RELEASE OF INFORMATION access file 12/1/2008
2.43.1406 MAILING FOR NONPROFIT RETIREE ORGANIZATIONS access file 12/1/2008
2.43.1407 ACCEPTABLE MATERIALS -- NONPROFIT RETIREE ORGANIZATION MAILING access file 12/1/2008
2.43.1408 RIGHT TO BE EXCLUDED -- NONPROFIT RETIREE ORGANIZATIONS access file 12/1/2008
Subchapter 15
Procedural Rules - Contested Cases and Disabilities
2.43.1501 REVIEW OF ADMINISTRATIVE DECISION access file 11/28/2013
2.43.1502 CONTESTED CASE PROCEDURES access file 12/1/2008
2.43.1503 REGULATIONS APPLICABLE TO CONTESTED CASES access file 12/1/2008
Subchapter 17
Family Law Orders
2.43.1701 FAMILY LAW ORDERS -- GENERAL REQUIREMENTS TRANS 12/1/2008
2.43.1702 Family Law Orders for the PERS defined contribution retirement Plan TRANS 12/1/2008
2.43.1703 FAMILY LAW ORDERS – APPROVAL AND IMPLEMENTATION FOR THE DEFINED CONTRIBUTION RETIREMENT PLAN TRANS 12/1/2008
2.43.1704 FAMILY LAW ORDERS – CONTENTS AND DURATION FOR DEFINED BENEFIT PLANS TRANS 12/1/2008
2.43.1705 FAMILY LAW ORDERS -- APPROVAL AND IMPLEMENTATION FOR DEFINED BENEFIT PLANS TRANS 12/1/2008
Subchapter 18
Deferred Compensation Plan
2.43.1801 ADOPTION OF DEFERRED COMPENSATION PLAN DOCUMENT AND TRUST AGREEMENT TRANS 12/1/2008
2.43.1802 ADOPTION OF INVESTMENT POLICY STATEMENT AND STABLE VALUE FUND INVESTMENT GUIDELINES TRANS 12/1/2008
2.43.1803 DEFERRED COMPENSATION PLAN INVESTMENT OPTIONS TRANS 12/1/2008
Rules 2.43.1804 through 2.43.1809 reserved
2.43.1810 QUALIFIED DOMESTIC RELATIONS ORDERS – GENERAL REQUIREMENTS TRANS 12/1/2008
2.43.1811 QUALIFIED DOMESTIC RELATIONS ORDERS – CONTENTS TRANS 12/1/2008
2.43.1812 QUALIFIED DOMESTIC RELATIONS ORDERS – APPROVAL AND IMPLEMENTATION TRANS 12/1/2008
Subchapter 21
Membership Service and Service Credit
2.43.2101 MEMBERSHIP access file 11/28/2013
2.43.2102 OPTIONAL MEMBERSHIP access file 1/15/2019
2.43.2104 MEMBERSHIP CARDS access file 11/28/2013
2.43.2105 BASIC PERIOD OF SERVICE access file 8/26/2011
2.43.2106 NO DUPLICATION OF SERVICE CREDIT access file 12/1/2008
2.43.2109 RECEIPT OF SERVICE CREDIT ON OR AFTER TERMINATION OF EMPLOYMENT access file 8/26/2011
2.43.2110 CALCULATION OF HIGHEST AVERAGE COMPENSATION WITH LUMP SUM PAYMENTS access file 2/29/2020
2.43.2114 REQUIRED EMPLOYER REPORTS access file 2/29/2020
2.43.2115 CORRECTION OF DEFINED BENEFIT RETIREMENT SYSTEM REPORTING ERRORS access file 11/28/2013
2.43.2116 CORRECTION OF DEFINED CONTRIBUTION RETIREMENT PLAN REPORTING ERRORS access file 11/28/2013
2.43.2120 REINSTATEMENT -- CREDIT FOR LOST TIME access file 2/29/2020
Subchapter 22
Reporting Qualified Plan Compensation
2.43.2201 TREATING SALARY DEFERRALS UNDER A CAFETERIA PLAN AS COMPENSATION - POLICY AND OBJECTIVES access file 12/1/2008
2.43.2202 TREATING SALARY DEFERRALS UNDER A CAFETERIA PLAN AS COMPENSATION - APPLICABILITY access file 12/1/2008
2.43.2205 TREATING SALARY DEFERRALS UNDER A CAFETERIA PLAN AS COMPENSATION – BACKGROUND access file 12/1/2008
2.43.2209 PROCEDURES - COMPENSATION MUST BE TREATED CONSISTENTLY access file 12/1/2008
2.43.2210 PROCEDURES - PLANS THAT OFFER A CHOICE AMONG NONTAXABLE BENEFITS ONLY access file 12/1/2008
2.43.2211 PROCEDURES - BONA FIDE CAFETERIA PLANS access file 12/1/2008
2.43.2214 IMPLEMENTATION AND COMPLIANCE access file 11/28/2013
Subchapter 23
Service Purchases
2.43.2301 PROCESS FOR PURCHASING SERVICE access file 8/26/2011
2.43.2302 DOCUMENTATION OF SERVICE access file 12/1/2008
2.43.2303 DOCUMENTATION OF AMOUNT OF SERVICE ELIGIBLE TO BE PURCHASED access file 11/28/2013
2.43.2304 PURCHASE OF SERVICE AT ACTUARIAL COST access file 12/1/2008
2.43.2308 MOST RECENT SERVICE PURCHASED FIRST access file 12/1/2008
2.43.2309 SERVICE PURCHASES BY INACTIVE VESTED MEMBERS access file 2/29/2020
2.43.2310 PURCHASE OF FULL-TIME SERVICE OR ONE-FOR-FIVE SERVICE BY PART-TIME MEMBERS access file 9/9/2017
2.43.2311 LIMITATIONS ON PURCHASES OF SERVICE access file 12/1/2008
2.43.2312 PURCHASE OF SERVICE THROUGH DIRECT TRUSTEE-TO-TRUSTEE TRANSFER OF FUNDS access file 12/1/2008
2.43.2314 ELIGIBLE FEDERAL VOLUNTEER SERVICE access file 12/1/2008
2.43.2315 CREDIT FOR SERVICE IN THE UNIFORMED SERVICES access file 2/29/2020
2.43.2316 RESERVE MILITARY SERVICE access file 12/1/2008
2.43.2317 PURCHASE OF REFUNDED SERVICE OR SERVICE FROM ANOTHER MPERA-ADMINISTERED RETIREMENT SYSTEM access file 8/26/2011
2.43.2318 "ONE-FOR-FIVE" ADDITIONAL SERVICE access file 11/28/2013
2.43.2319 PURCHASE OF "ONE-FOR-FIVE" SERVICE BY EMPLOYERS FOR REDUCTION IN FORCE EMPLOYEES access file 9/9/2017
2.43.2323 SERVICE CREDIT FOR PERIOD(S) OF ABSENCE DUE TO ILLNESS OR INJURY access file 12/1/2008
2.43.2324 GUARANTEED ANNUAL BENEFIT ADJUSTMENT COVERAGE access file 11/28/2013
Subchapter 26
Applying for Retirement - Service or Disability
2.43.2601 APPLICATION PROCESS FOR SERVICE RETIREMENT access file 12/1/2008
2.43.2602 APPLICATION PROCESS FOR DISABILITY BENEFITS access file 1/13/2024
2.43.2603 ACCEPTABLE PROOF OF DATE OF BIRTH access file 12/1/2008
2.43.2606 COMMENCEMENT OF GUARANTEED ANNUAL BENEFIT ADJUSTMENT access file 8/25/2018
2.43.2607 PAYMENT OF ESTIMATED BENEFITS access file 5/24/2013
2.43.2608 RETURN TO COVERED EMPLOYMENT BY PERS, SRS, OR FURS RETIREE – REPORT access file 8/23/2013
2.43.2609 RETURN TO EMPLOYMENT WITHIN SAME JURISDICTION access file 11/28/2013
2.43.2610 DESIGNATION OF BENEFICIARY BY RETIREES, ALTERNATE PAYEES, AND CONTINGENT ANNUITANTS access file 2/29/2020
2.43.2611 RETURN TO COVERED EMPLOYMENT BY PERS RETIREE – LESS THAN 90 DAYS SINCE TERMINATION OF EMPLOYMENT access file 11/26/2011
2.43.2612 RETURN TO COVERED EMPLOYMENT BY PERS RETIREE – EARNINGS LIMITATIONS access file 11/26/2011
Subchapter 27
Disability Retirement - Medical Reviews
2.43.2701 PERIODIC MEDICAL REVIEW OF DISABILITY BENEFIT RECIPIENTS access file 12/1/2008
2.43.2702 PERIODIC MEDICAL REVIEW OF DISABILITY BENEFIT RECIPIENTS – INITIAL NOTICE TO MEMBER access file 8/26/2011
2.43.2703 PERIODIC REVIEW OF MEDICAL EVIDENCE – NOTICE OF ADDITIONAL EVIDENCE REQUIRED access file 8/26/2011
2.43.2704 FAILURE TO RESPOND -- SECOND NOTICE access file 8/26/2011
2.43.2705 SUSPENSION OF DISABILITY BENEFITS -- NOTICE access file 12/1/2008
2.43.2706 CANCELLATION OF DISABILITY BENEFITS FOR REFUSAL TO COMPLY -- NOTICE access file 12/1/2008
2.43.2707 CANCELLATION OF DISABILITY BENEFITS DUE TO CHANGE OF MEDICAL STATUS access file 12/1/2008
2.43.2711 APPEAL OF CANCELLATION OF BENEFITS access file 12/1/2008
Subchapter 29
Refunds, Distributions, and Adjustments
2.43.2901 REFUNDS TO MEMBERS access file 11/28/2013
2.43.2902 DEATH PAYMENTS, SURVIVOR BENEFITS, AND OPTIONAL RETIREMENT BENEFITS access file 2/29/2020
2.43.2903 PAYMENT TO AN ESTATE access file 12/1/2008
Subchapter 30
Family Law Orders
2.43.3001 FAMILY LAW ORDERS -- GENERAL REQUIREMENTS access file 8/26/2011
2.43.3004 FAMILY LAW ORDERS FOR THE PERS DEFINED CONTRIBUTION RETIREMENT PLAN access file 8/26/2011
2.43.3005 FAMILY LAW ORDERS – APPROVAL AND IMPLEMENTATION FOR THE DEFINED CONTRIBUTION RETIREMENT PLAN access file 8/26/2011
2.43.3008 FAMILY LAW ORDERS – CONTENTS AND DURATION FOR DEFINED BENEFIT PLANS access file 2/29/2020
2.43.3009 FAMILY LAW ORDERS -- APPROVAL AND IMPLEMENTATION FOR DEFINED BENEFIT PLANS access file 8/26/2011
Subchapter 34
PERS - Elected Officials
2.43.3401 RETIREMENT OPTIONS FOR ELECTED OFFICIALS OTHER THAN LEGISLATORS access file 12/1/2008
2.43.3402 RETIREMENT SYSTEM MEMBERSHIP OPTIONS FOR LEGISLATORS access file 8/26/2011
2.43.3403 INVOLUNTARY RETIREMENT access file 12/1/2008
Rules 2.43.3415 and 2.43.3417 reserved
Subchapter 35
PERS - DCRP
2.43.3501 ADOPTION OF DEFINED CONTRIBUTION PLAN DOCUMENT AND TRUST AGREEMENT access file 8/29/2020
2.43.3502 ADOPTION OF INVESTMENT POLICY STATEMENT AND FIXED FUND INVESTMENT POLICY STATEMENT access file 4/30/2022
2.43.3503 DEFINED CONTRIBUTION RETIREMENT PLAN INVESTMENT OPTIONS access file 12/1/2008
2.43.3504 DEFINED CONTRIBUTION RETIREMENT PLAN DEFAULT INVESTMENT FUND access file 10/30/2015
2.43.3505 ESTABLISHMENT OF LONG-TERM DISABILITY TRUST FUND access file 6/26/2015
2.43.3506 ADOPTION OF STATE OF MONTANA PUBLIC EMPLOYEES POOLED TRUST access file 3/16/2019
2.43.3510 ELECTION PERIOD access file 11/28/2013
2.43.3511 RETIREMENT PLAN CHOICE ELECTION FORM access file 12/1/2008
2.43.3512 ELECTION ELIGIBILITY AND CONFIRMATION access file 12/1/2008
2.43.3515 PURCHASE OF SERVICE NOT PERMITTED BY PARTICIPANT IN DEFINED CONTRIBUTION RETIREMENT PLAN access file 11/28/2013
2.43.3517 FAMILY LAW ORDERS, EXECUTIONS, AND INCOME-WITHHOLDING ORDERS AND ELECTIONS access file 11/28/2013
2.43.3520 ELECTION FOR EMPLOYEES IN OPTIONAL PERS MEMBERSHIP POSITIONS access file 12/1/2008
2.43.3523 MEMBERSHIP IN OTHER TITLE 19 RETIREMENT PLANS access file 12/1/2008
2.43.3524 RETIREES NOT ENTITLED TO ELECTION access file 11/28/2013
2.43.3525 MONTANA UNIVERSITY SYSTEM EMPLOYEE ELECTIONS access file 11/28/2013
2.43.3531 TIMING OF TRANSFERS TO THE DEFINED CONTRIBUTION RETIREMENT PLAN access file 11/28/2013
2.43.3532 CREDITING OF INDIVIDUAL ACCOUNTS access file 12/1/2008
2.43.3533 REALLOCATION OF CERTAIN PERS EMPLOYER CONTRIBUTIONS TO DCRP MEMBER ACCOUNTS access file 2/20/2016
2.43.3540 DISABILITY BENEFITS FOR MEMBERS OF THE DEFINED CONTRIBUTION RETIREMENT PLAN access file 8/26/2011
2.43.3545 DISTRIBUTION TO PARTICIPANT access file 8/26/2011
2.43.3546 DISTRIBUTION UPON DEATH OF PARTICIPANT access file 12/1/2008
Subchapter 36
Allocation of Additional Employer Contributions
2.43.3601 ALLOCATION OF ADDITIONAL EMPLOYER CONTRIBUTIONS ON BEHALF OF MONTANA UNIVERSITY SYSTEM EMPLOYEES IN THE OPTIONAL RETIREMENT PROGRAM REP 2/29/2020
Subchapter 40
Highway Patrol Officers' Retirement System
2.43.4003 HIGHWAY PATROL OFFICERS' MINIMUM BENEFIT ADJUSTMENTS access file 12/1/2008
2.43.4006 DEFINITIONS access file 12/25/2015
2.43.4009 DROP APPLICATION PROCESS access file 12/25/2015
2.43.4010 DROP PERIOD access file 12/25/2015
2.43.4013 DROP PARTICIPATION LIMITS access file 12/25/2015
2.43.4015 ESTIMATED MONTHLY DROP ACCRUAL access file 12/25/2015
2.43.4016 INTEREST PAID TO PARTICIPANTS access file 12/25/2015
2.43.4017 DISTRIBUTION OF DROP BENEFIT access file 12/25/2015
2.43.4018 DISTRIBUTION OF DROP BENEFIT PURSUANT TO FAMILY LAW ORDER access file 12/25/2015
2.43.4020 EMPLOYMENT AFTER THE DROP PERIOD -- PAYMENTS access file 2/29/2020
2.43.4023 IMPACT OF UNIFORMED SERVICE DURING DROP PERIOD access file 12/25/2015
2.43.4024 DIFFERENTIAL PAY FOR MILITARY LEAVE access file 12/25/2015
Subchapter 42
Sheriffs' Retirement System
2.43.4203 DETENTION OFFICER MEMBERSHIP IN SHERIFFS' RETIREMENT SYSTEM (SRS) access file 11/28/2013
2.43.4204 DETENTION OFFICER ELECTION TO TRANSFER TO SHERIFFS' RETIREMENT SYSTEM (SRS) access file 12/1/2008
2.43.4207 DETENTION CENTER REPORTS FROM SHERIFFS access file 11/28/2013
Subchapter 46
Municipal Police Officers' Retirement System
2.43.4603 MUNICIPAL POLICE OFFICERS' MINIMUM BENEFIT ADJUSTMENTS access file 12/1/2008
2.43.4606 DEFINITIONS access file 12/1/2008
2.43.4609 DROP APPLICATION PROCESS access file 12/1/2008
2.43.4610 DROP PERIOD access file 12/1/2008
2.43.4613 DROP PARTICIPATION LIMITS access file 12/1/2008
2.43.4615 ESTIMATED MONTHLY DROP ACCRUAL access file 12/1/2008
2.43.4616 INTEREST PAID TO PARTICIPANTS access file 8/26/2011
2.43.4617 DISTRIBUTION OF DROP BENEFIT access file 8/26/2011
2.43.4618 DISTRIBUTION OF DROP BENEFIT PURSUANT TO FAMILY LAW ORDER access file 12/1/2008
2.43.4620 EMPLOYMENT AFTER THE DROP PERIOD -- PAYMENTS access file 2/29/2020
2.43.4623 GUARANTEED ANNUAL BENEFIT ADJUSTMENT INCREASES FOR DROP PARTICIPANTS access file 12/1/2008
2.43.4624 MINIMUM BENEFIT FOR DROP PARTICIPANTS access file 12/1/2008
Subchapter 48
Firefighters' Unified Retirement System
2.43.4803 FIREFIGHTERS' MINIMUM BENEFIT ADJUSTMENTS access file 12/1/2008
2.43.4807 PART-PAID FIREFIGHTERS' SERVICE access file 8/26/2011
Subchapter 50
Volunteer Firefighters' Compensation Act
2.43.5001 BASIC UNIT OF SERVICE access file 12/1/2008
2.43.5002 FAILURE TO FILE REQUIRED REPORTS access file 10/28/2011
2.43.5003 MEMBERSHIP CARDS access file 10/28/2011
2.43.5004 EFFECTIVE DATE FOR PENSION BENEFIT ADJUSTMENTS access file 10/28/2011
2.43.5005 APPLICATION PROCESS FOR VFCA DISABILITY BENEFITS access file 10/28/2011
2.43.5006 APPLICATION FOR GROUP INSURANCE PREMIUM PAYMENTS access file 10/28/2011
2.43.5007 PAYMENTS FOR MEDICAL EXPENSES RESULTING FROM DUTY-RELATED INJURIES AND ILLNESSES access file 10/28/2011
2.43.5008 PAYMENTS FOR FUNERAL EXPENSES RESULTING FROM DUTY-RELATED DEATH access file 10/28/2011
Subchapter 51
Deferred Compensation (457) Plan
2.43.5101 ADOPTION OF DEFERRED COMPENSATION PLAN DOCUMENT AND TRUST AGREEMENT access file 4/29/2023
2.43.5102 ADOPTION OF INVESTMENT POLICY STATEMENT AND FIXED FUND INVESTMENT POLICY STATEMENT access file 4/30/2022
2.43.5103 DEFERRED COMPENSATION PLAN INVESTMENT OPTIONS access file 10/30/2015
2.43.5104 ADOPTION OF STATE OF MONTANA PUBLIC EMPLOYEES POOLED TRUST access file 3/16/2019
2.43.5109 DEFINITIONS access file 12/1/2008
2.43.5110 QUALIFIED DOMESTIC RELATIONS ORDERS – GENERAL REQUIREMENTS access file 12/1/2008
2.43.5111 QUALIFIED DOMESTIC RELATIONS ORDERS – CONTENTS access file 12/1/2008
2.43.5112 QUALIFIED DOMESTIC RELATIONS ORDERS – APPROVAL AND IMPLEMENTATION access file 12/1/2008
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